SF
PGR icon

Summit Financial’s Progressive PGR Stock Holding History

Summit Financial’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Sell
5,370
-153
-3% -$30.8K 0.01% 796
2026
Q1 		$1.09M Buy
5,523
+2,203
+66% +$455K 0.01% 744
2025
Q4 		$756K Sell
3,320
-2,969
-47% -$670K 0.01% 757
2025
Q3 		$1.55M Sell
6,289
-84
-1% -$20.7K 0.02% 533
2025
Q2 		$1.7M Buy
6,373
+1,477
+30% +$405K 0.04% 320
2025
Q1 		$1.39M Buy
4,896
+224
+5% +$58.6K 0.04% 316
2024
Q4 		$1.12M Buy
4,672
+333
+8% +$83.8K 0.04% 296
2024
Q3 		$1.1M Buy
4,339
+668
+18% +$155K 0.04% 242
2024
Q2 		$763K Buy
3,671
+2,565
+232% +$537K 0.03% 266
2024
Q1 		$229K Sell
1,106
-1,049
-49% -$195K 0.01% 352
2023
Q4 		$343K Buy
+2,155
New +$337K 0.02% 283
2022
Q2 		– Sell
-2,002
Closed -$228K – 249
2022
Q1 		$228K Buy
+2,002
New +$217K 0.02% 237

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's PGR Position: Q2 2026 in Review

Summit Financial reduced its Progressive (PGR) stake by 2.8% in Q2 2026, selling an estimated $30.8K and leaving 5,370 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #796.

Summit Financial first reported a position in PGR in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.7M in Q2 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Summit Financial held 5,370 shares of Progressive worth $1.17M as of Q2 2026.
  • Summit Financial sold 153 Progressive shares in Q2 2026, an estimated $30.8K.
  • Progressive made up 0.01% of Summit Financial's portfolio in Q2 2026, its #796 holding.
  • Summit Financial first reported a position in Progressive in Q1 2022 and has held it in 12 quarters since.
  • Summit Financial's Progressive position peaked at $1.7M in Q2 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.